Some of the questions clients may ask when reviewing their family’s priorities and goals are to learn more about me, my family, and values.
I am married with two beautiful little girls. We are your average family living in a traditional neighborhood in Hampshire, Illinois. We are active in the community, school, and church. I have coached youth soccer for a number of years, served on local boards, and help out in my community when possible. I have one brother and talk to him almost daily.
As you may imagine, our family has goals. We hope to pay off our home, fund our children’s college education, and vacation each year.
Like you, we have to make choices in our lives and value some things more than others. Like you, too, we want to enjoy the one life we have.
Education
I graduated from George Mason University in 1994 with a Bachelor of Science degree in Economics. I studied financial planning and earned my certificate in 2002 from DePaul University. I have 15 years of financial service experience having worked at Capital One Financial, American Express Financial Advisors, and ABN Amro Financial Services. I also teach personal financial planning courses.
